Inspection Details Page | Spectora Info Center

Inspection Details Page Demo (VIDEO)

Watch this video for an in-depth demo on Scheduling and the Inspection details page.

Written by Katie Walls
Updated over a week ago

Learning the Inspection Details Page

Learn all the things you can do from the Inspection Details screen, including re-sending the the confirmation, agreement or emails.

Written by Kevin Wagstaff
Updated over a week ago

People

How Do I Add an Agent's Email?

Didn't add the agent's email when you booked the inspection? See how to add it after the fact.

Written by Kevin Wagstaff
Updated over a week ago

How to Resend Inspection Details to an Agent / Realtor

Agent can't find the inspection details email? Send the info again using this guide.

Written by Kevin Wagstaff
Updated over a week ago

Delete Agent from Inspection

Removing Client or Listing agent from an Inspection

Written by Casey
Updated over a week ago

Editing or Deleting a Client or Agent

How to Edit details or Remove a client or agent from an inspection.

Written by Casey
Updated over a week ago

Reports

How to change an inspection template/report

You can always swap out a report in an inspection to start fresh or use a different template

Written by Michael Wagstaff
Updated over a week ago

How to update an inspection with your latest template

If you're making changes to your template, here's how to have the most up-to-date report.

Written by Michael Wagstaff
Updated over a week ago

How to add a new report to an existing inspection

Choosing a new template to add to an inspection

Written by Casey
Updated over a week ago

Publishing the Report

What happens when you hit the Publish button? How to send the report to agents and clients?

Written by Casey
Updated over a week ago

Publish All vs Quick Publish

What's the difference between Publish and Quick Publish?

Written by Katie Walls
Updated over a week ago

Viewing a log of report views

Need to see when a client or agent viewed a report? We log every visit to the report.

Written by Michael Wagstaff
Updated over a week ago

How to Unlock Unpaid Reports

Want to let your clients and agents view their report before they pay?

Written by Megan Lefebvre
Updated over a week ago

Copy report to another Inspection

Duplicate report and send to another inspeciton

Written by Casey
Updated over a week ago

Viewing Repair Request Builder reports

If you, your client or your agent build a custom repair list in the RRB they can be accessed in our RRB Log.

Written by Michael Wagstaff
Updated over a week ago

How to Delete a Report from an Inspection

Delete a report from an inspection when you need to get your latest version of your template or start a report from scratch.

Written by Casey
Updated over a week ago

Fees & Payments

How to get a PDF of the invoice

If you need a PDF for the invoice, it's easy to make using your browser's print feature!

Written by Michael Wagstaff
Updated over a week ago

Adding Services to an Existing Inspection

Adding full services with agreement & Fees to an existing inspection

Written by Casey
Updated over a week ago

How to mark an inspection as "paid" when receiving cash, check, or other form of payment

When payment by cash, check, PayPal, Venmo, etc.

Written by Casey
Updated over a week ago

How to add information to an invoice

You can easily add an address or any other additional info to an invoice.

Written by Michael Wagstaff
Updated over a week ago

Refunds when Using Square or Authorize.net

Refund fees using non Spectora Payment processors

Written by Casey
Updated over a week ago

Additional Documents

How to Attach Documents / PDFs to an Inspection as a Report

Use this guide to learn how to attach a file to an inspection report

Written by Kevin Wagstaff
Updated over a week ago

Agreements

View Agreements

Where to I view or print the agreements

Written by Casey
Updated over a week ago

Adding a New Inspection Agreement

Copy a new agreement in.

Written by Casey
Updated over a week ago

Printing the Inspection Agreement

Print contract, agreement

Written by Casey
Updated over a week ago

Agreement Not Showing Correct Info

Updating your agreement when you edited Client Info/Address

Written by Casey
Updated over a week ago

Adding a New Agreement to an Existing Inspection

New agreement generation after scheduling.

Written by Casey
Updated over a week ago

Internal

How to Turn off Emails/Texts

Disable Notifications

Written by Casey
Updated over a week ago

How to Use Discount Codes

How to apply a discount code to an inspection

Written by Katie Walls
Updated over a week ago

Changing Order ID/Order Numbers

Order #s, inspection number, inspection ID editing

Written by Casey
Updated over a week ago

Emails & Text Messages

How to Share Your Report or Inspection Details with Anyone

Learn how to share your report and/or the Inspection Details page with anyone.

Written by Casey
Updated over a week ago

Send Booking Email to Client or Agent for Existing Inspection

Resending confirmation email, share details

Written by Casey
Updated over a week ago

How to resend a confirmation email or share inspection details with an agent or client

Want to resend the confirmation email to a client or agent? Want to send the link to the client inspection page to someone?

Written by Michael Wagstaff
Updated over a week ago

How to Re-send the Client Confirmation Email

Client didn't get the confirmation or scheduling email? Learn how to re-send the booking confirm email to your client.

Written by Kevin Wagstaff
Updated over a week ago

How can I tell if my emails were opened?

Why it is important to know what factors might influence emails showing as 'delivered' or 'open'

Written by David Pitassi
Updated over a week ago

More

How to copy an inspection's address, clients, and agents for reorders, follow-ups, re-inspections, and additional services

You can create a new inspection with prepopulated data from a past inspection. Here's how!

Written by Michael Wagstaff
Updated over a week ago

How to do a re-inspection and/or copy reports

Copy a report from a previous inspection into another inspection on the same property

Written by Michael Wagstaff
Updated over a week ago

See what the client sees

finding the client/agent portal

Written by Casey
Updated over a week ago

Where is the client's view URL?

Find, view and send a link to the client page where clients can pay, view the invoice, accept agreements, and view inspection reports

Written by Michael Wagstaff
Updated over a week ago

How to Print a Work Order

Get a hardcopy of a work order by printing the details of the job.

Written by Casey
Updated over a week ago

How to reschedule an inspection

Changing the date on an inspection is easy, here's how.

Written by Michael Wagstaff
Updated over a week ago

Reschedule Inspections

Change the time or date of an inspection

Written by Casey
Updated over a week ago

How to Cancel an Inspection

Here's how to cancel an inspection

Written by Alexis Nicholls
Updated over a week ago

Delete an Inspection

Get my free trial inspection back, delete an inspection

Written by Casey
Updated over a week ago